B2B Customer Self-Service Portal – SUPERSEDED

Superseded This article has been superseded and replaced by this newer article: B2B Customer Self-Service Portal. Overview:  The B2B Customer Self-Service Portal is where your business customers will interact with you. They will have access to their AR data allowing them to review their account balance, pay invoices, check shipments, […]

Period-End Processing

Information:  Period-end processing in Sage 100 ERP software requires that all users are logged out of the application. CIMcloud’s ERP Driver creates a user session when synchronizing data between Sage and the website. Therefore, ensure that the ERP Driver is paused and all CIMcloud user sessions in Sage are terminated. […]

Payments & Credits

In this section of the CRM workspace you will have access to start a customer payment, online and Sage payment data, credits, and credit card transactions. In this section: Make a payment Online payments Payments Credits Credit card transactions

Invoices

In this section of the CRM workspace you will find all of your invoice data, an aging report, and two aggregate views. These aggregate views break down the invoice lines by item. One breaks it down to every invoice with the item and the other sums across each invoice per […]

Orders & Shipments

This section of the CRM workspace is where you will find order and shipment information. Here you can manage online orders, view all orders across CIMcloud and your ERP software, lookup shipping information, and track backorders. In this section: Place an order Online orders Sales orders Products ordered (detail) Products […]

Sales Pipeline

The Sales Pipeline section of the CIMcloud platform is where you will go to start a quote, manage existing quotes, and view contact us submissions. In this section: CRM Lite CRM Standard Create / Manage a quote Place an Order on Behalf of a Customer Contact us submissions

Customers

The customers on your CIMcloud site consist of an account, which corresponds 1-1 with a Sage 100 customer, one or more contacts, and/or shipping addresses, saved credit cards, accounts receivable data, etc… In this section: Accounts Contacts Credit Cards Shipping Accounts

Supported Browsers

CIMcloud requires an up-to-date web browser to make sure that you can use all of CIMcloud’s features. CIMcloud currently supports the versions listed below. Browsers supported by CIMcloud include: Desktop Browser Supported Version Google Chrome Latest 2 versions Mozilla Firefox Latest 2 versions Microsoft Edge Latest version only Apple Safari […]